CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees. Annual Report for the period From April 2023 Period start dat• To March 2024 Pwiod end data Charity name: Pembridy Amenity Trust Charlty reglstrat5on number 1060625 Objectives and Activities Summary of ts purposes of the charity as set out in ils governing document Para 1.17 1) To promote high standards of planning and architecture in or affecting Pembridge. 2) To secure the preservation, prote¢tion. development and improvement of features of historic or public interest. 3) To e(kncate the public in the architecture, history, natural history and geography of the parish of Pembridge. Summary ofthe main activitses in relation to those purposes for the public benefft, in particular, the activtlies. projects or se1 identthed in the accounts. Pw• 1.17 1.19 In 2023r24 Trustees reviewed and updated the Mission. Strategic imperatives and key initsattves for the Pembridge Amenty Trust. PAT MIs8lon is to raise awareness. use and positive experience of the BuildlngslfacAleslOpen Space under PAT responsibility . PAT Strateglc Imperatlves or'drivers hICh are true to our purpose. underpin our activitses arKI help PAT achieve our Mission are defined as: Attractiveness . reinforcing the attractiveress and appeal of PAT amen6ties. Appreciation . widening the awareness, appreciatK)n and use of PAT amenrties. Preservation . ensuring the preserv*'on and development (where relevant) of PAT ameniti'es.
statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefrt PAA 1.18 PAT Trustees are aware of this guidan. Addltlonal infomiation (optional) You ma choose to indude further statements where relevant al)oui'. Any PAT Grants must align with at least one of the strategi¢ imperatives explained above. Parn 1.38 Policy on grant making Any PAT Social and program related investment must align with at least one of the strategic imperatives explained above. Parn 1.38 Policy on social investment including program related investment PAT relies solely on unpatd volunteers (Trustees and additional supporters) to Administer its affairs and initiatives. Pam 1.38 Contribution made by volunteers In the period 2023124 we created Committee made up of 2 Trustees and 6 add6tional volunteers to dellver the Verdun Oak Sculpture initiative (see Para 1.20 below). Iere revant PAT works closely with Pembridge Parish Council in maintsining the public amènities und&r its care. Other Achievements and Perforniance
Koy Inltlallv88: Attractlvone8S Summary ofthe main achievements of the charity, identfying the difference the charity s work has mad8 to the circumstances of its beneficiaries and ary wrder benefits to SOGlety as a whole. PoFa 1.20. 1. Verdun Oak Sculpture .' We launched an initiative to create a Sculpture from the damaged remains of an Oak Tree previously stood in the heart of the village of Pembridge, having grown from an Acorn sent by the Mayor of Verdun in 1919.Hereford$hire Artist Ed Elliott was enlistsd to Greate thi5 work. 2. Improvements were made to the Lighting in the Bell Tower, enhancing the visitor experience. 3. A new Defibrlllator (paid for by donation) W88 located in Pembridge moin Car Park. Key Inltlallv•: Appreclatlon 1. Tru8tee$ agreed to support local vMb8it8 and social media platfomi.. Portrah of Pembrldge with an endowment Igrant (proposed to be renewed annually) of up to £1,500 on the basis that PAT wlll use this 88 our prlncipal route and resource for communications and fijndraising. Th18 18 based on the fit between our Charllable Objects and the purp08elvalueslactivities of Portrait of Pembridge...esp8cially th08e which 8UPPOrt our goal to educate the public in the archit8Ctur8, hi8tory, natural history and geography of the parish of Pembridge one of the per¢aived benefts of this arrangement could b8 acc688 to additional 'f8et on the street lo support PAT inrtiats'ves beyond the Ilmited time and resources of the Trustea8 themselves. ,,,..:. . ... Addltlonal Infomiatlon loptlonal) You ma choose to include further statements whère relevant about: PAT key initiatives for the p8riod 23124, due to b8 complet8d within the period, were successfully delivered. The Verdun Oak Project is scheduled for completion in the 2024125 period. Para 1.41 Athievements against objectives set
We successfully applied for a UKSPF Grant of £1.000.00 to support promotion and marketing of the Verdun Oak Sculpture. Performance of fundraising activi against obieGlive8 set Pw• 1.41 We set up a Just Gmng Page and raised furKls of £259.36 ttywards the Verdun Oak sIPlure. We raise donations of £9,945.IXI lowards the Verdlm Oak Sujlpture. We received a donation from a fomier resident of £750.00 toward8 the purchase and Installatlon of a Defibrtllator In the maln car park in Pembridge. The objective is to hold secure cash reseNes eaming interest where appropriate. The objective has been achieved by receipt of interest in the Investment performance against objectives 1.41 WA Other
Flnancial Review Review of the charity's financial position at the end of the period Para 1.21 The charity holds adequate erVeS to meet all planned expenditur8. Any future projed will be supported by further fund raising activity. Statement explaining the policy for holding reserves stating.why they are held Para 1.22 ReseThtes are held to meet any emergency or unforeseen expendlture. The charlty also holds ftjnds for local charitable organisations btho are no longer active and where possible will apply these funds for the objectives of Ihose charities. Amount of reseprfes held Para 1.22 ££18,788 Reasons for holdlng zero re8eNes . Para 1.22 WA Details of fund materially in deficit Para 1.24 NIA Explanation of any un¢ertainties al)out the charity continuing as a going COnM Para 1.23 No uncertainties about the going concern ststus of the charity. Addltlonal Infomiatlon loptlonal) You ma choose to include further statements vAwre relevant about.. PAT funds are generated by ad hoc fundraising campaigns linked to specifi initiatives, there is no ongoing source of income. The charty's principal sources of funds (including any furKlraising) Pwa 1.47 Please refer to Para 1.38 IrNestment pdtcy and objectives including any so¢1 investrnent pollcy adopted Parn 1.46 The principal risk applying to PAT is the retention of its Trustees who provide limited unpatd voluntary support. A description of the principal risks facing the charity Para 1.48 other
Structure, Govemance and Management D8scripb'on of charity's twsts: Typ8 of governing doc4Jment (trust deed. royal charter) How is the charity constituted? (e.g unincorporated association, CIO) Trustee 8election methods including detalls of any constitutlonal provlsions e.g. electlon to post or name of any person or body entitled to appolnt one or more trustee8 P•a125 Pw¥ 1.25 cio P•r• 125 Trust Deed makes the chair of Pembridge Parish Councll an ex offi0 trustee and requires at least one other Parlsh Councillor to be a tru8tee. Other trustee candidates are approached indmdually based on the experiencelcapabilty offered to support PAT goals. Ideally. but not es8entlally, TnMta68 are resident wlthln Pembrklge Parish. Appointments are fomially approved by the olher Trustee8. Addftlonal Infomiatlon loptlonal> You rna choose to include further statements where relevant about: Pollci08 and procedures adopted for the induction and training of trustees Parn 1.51 Tho charity's organisational strudure and any wider network wlth whlch the charity work8 Pw• 1.61 The PAT has an effective and efficient working relationship with Pembridge Parish Council, who may be a key stakeholder in matters relating to the Public amenities under Relationship with any related parties P•rn 1.$1
Olhar Rofernnce and Admlnlstratlve deta113 Charity name PembTidge Ameruty Trust Other name the charity uses Registered charity number Charfiy'8 princlpal addre88 1060625 The Malt House West Street Pembridge Leominster HR6 9DX
Names of the charfty trusteas who manag• the charfty .' Tru8ts0 namè Offlce Ilf any Dates act•d rf not forwholg yoar Namo of pornon lor body) entlll•d to appolnt trustso (If ary) Garfield Evans Chair Roger Phili. Janet Harvey Treasurer l?n Price David Owens Julian Measey Acting.Secretary 1.0 11 13 14 15 17 18 19 Cor orate trustees- names of th8 dlre¢tors at the date th& re rt was a Director nam roved
Name of trustees hokding title to property belongirKJ to the d)arity Tru•t•e n•m•
Funds held as custodian trustees on behalf of others Description of the assets held NA in this capacity Name and objects of the charfty on whose behalf the assets are held and how this falls within the custodlan charity's objects NA Detalls of arrangem8nts for safe custody and segregation of such assets from the charity's own assets NA Addltlonal Informatlon (opuonal) Names and addresses of advisers (Optional Inforniation) Type of advlser Name , Address Name of chief executive or names of senior stsff members Ioptional infomiatlon) Exemptions from disclosure Reason for nonlsCIo9ure of ke ersonnel details Other o tional inforniation
Declarations The trustse8 declare that they have approved tho trustses, report above. Slgned on behalf of the charlty's trustees Signature(sl Full namd8) Garfield John EvaDS Julian Measey ,. Posttlon leg Se¢retsry, Chalr, etc) Acting secretary Dats 04 June, 2026
CHARITY COMM15510N FOR ENGiANO AND WALES No a+ryl qQ60265 Th• P¢mbrtd9e Amenlty Tw¥t Receipts and payments accounts CC16a Forthe pwlod from Period start data 01101r2023 Period end date To 31m3r2024 Section A Receipts and payments Unrgstrf¢tsd fvnd$ Restrietèd funds Endowment fund• Totsl funds La51 yaar to n8or•¥t tothw nwq8t£ tothe fteareDt£ lo tho n8pr•8t£ lo thg Al Recel Donattons Fundrn*l Gratts 11.167 150 Bwnk Intsrg81 P¢C R• ont Gilt Ald Raclalm 141 1.160 3.17S 21 Sub total(Gmss income for AR) 26AO3 14.787 A2 Asset and Inve8tm?nt Sales. Ise• table). Sub total •583 14.78Y A3Pa rnents FundralBI InBurnnco 7.598 1.15U 700 9.746 780 Sub total 11MD7 A4 A#s•t and in$th7Ont urchases. see table Sub total 11.607 Net of elPts/[payM0nts} AS Trnn8fer8 bolweon fundB A6 Cash fund8 last year end 17.07 17.076 3.180 18,911 3&986 18.911 3498fj 15.731 18.911 CCXX R1 8nts ISSI
Section B Statement of assets and liabilities at the end of the period Unrestrlcted ReBtrlcted lund8 fund¥ to fi•are£ Endowment fund$ to neave£ Categorf¢¥ tslls to neareBt£ 81 ¢a8h fvnd8 CommunltyA¢eount 17.198 1.132 17.656 Totsl e*sh fvnds 3S.986 aruwrflBlI OK Unrn8trlct•d lunds OK OK funds to rwrp¥l£ lund$ Dgtslls t¢ Fund towhtch a¥¥gt Iwlo Detalls CO lopknaD ¢urrgn¢v41u• lon81 Funotovthtch a88bal0 Cumntvaluo Detal CoBtlothn•) B4 A88ets retalned for the ¢rity'S own u$• Fd to wPMch Amount d al Whgn duè ona Dètslls B5 U•bllltles Z3a• by one orh¥o trustees on t•haW of all th• tru$t••s D¥1¥ of rov81 SKJnalur Print Name Garfydld John Evans Julian Measey CCXX R2 occounll ISSI
CHARITY COMMISSIO FOR ENGLAND AND WALE Ind•pnd•nt oxaminofs report on tho a¢oounts S10 A IndOnd•nt Ex•mIr R•port Roport to Iho trust¢¢sl anty Na * I On aocounts ft¥rthe yoar ended Charlty n• 10606¥ set out on p4g•S I-IA ber to Ihe e nuners oladathona sneeis I roport to the trLthe8 on my ex8mlnakn ofthe unl8 ofthe atove tharity llhe Trusn fortho year R•sponslbllltt•s #nd ts4616 olrgport J4llllJ IIVJW the chaidy InMtee8 oflh8Tnrf you are rè8pordblo rthe preparalfon oftro aoUnts In atto¥dancewith quirnments ofthe crltIeS Acl 2011 fthe ALf}. I report 108P8¢t of my èxamination ol the Tru81'8 carried wt undor se¢on 145 of the 2011 Act r¢d in ¢8n my examlnation. I have lollv•fftd the plicablg Dlrecliong glven by the Charlty Cornmt88bn under 8edlon 14515llbl olth• A I have completed my exgrninatton. I no aterial matters ha o)me to my attentson lotherthan at dl8c4080d below J In (x)nnedon Mth the amlnalion whth me U8t to b8118ve that in, ny materia1 respett. • a(wJntTrng rec4)rd8 re Mt kept In e£wdan¢è seLéon 130 ollhe Act or ndopond•rt •xamlA•¢s tatom•nt rerS attgrs In o)nnection gx8mlnation to whtch itsrfon gMuld be drawn In orderto onable a woper FM1er3tanding of Ihe 8(x(Junts to te reathed. Pl8&80 delete Ihe words n th& bradrotsrflheydo nol ply. Rdevant protossk)nal qUO40n($} Or body Iir Address: Ilon 8 Dholosure ty cunpl i1th8 exanlner need& to high1ht matt¢rn In*M (See CC32. IndeFend exarnlnatton of ty aLwJnls: dirothon6 and guidance for XaMin81. Gl¥• here brtef dètalls ol mln•rwlslws t• fM6 IMPoATrrfts Of fvfftxirl
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IER Ootohr 2018